AMIVA OS · fictional example

Project HarborDocuments requested

Financial statementsPending

The next chapter arrives as you scroll

01 / 05Files

Your sale, in view.

Your files, buyers, and offers. Together in AMIVA OS.

Scroll to exploreSee the seller workspace

Inside AMIVA OS

See what needs your attention.

Scroll to explore your room.

AMIVA OS / Seller workspaceSample only

Documents requested

One list shows what your advisor needs and what is already on file.

Year-end financial statementsRequested by your advisorNeeded
Employee overviewReceived, waiting for reviewIn review
Company overviewReviewed by your advisorOn file

What happens next

Upload the missing statements in your private room. Your advisor reviews them before sharing.

What do I need to send?

AMIVA OS / Seller workspaceSample only

Documents requested

One list shows what your advisor needs and what is already on file.

Year-end financial statementsRequested by your advisorNeeded
Employee overviewReceived, waiting for reviewIn review
Company overviewReviewed by your advisorOn file

What happens next

Upload the missing statements in your private room. Your advisor reviews them before sharing.

Who is interested?

AMIVA OS / Seller workspaceSample only

Buyer pipeline

See each buyer’s progress without chasing an email update.

Buyer AReading company materialsReviewing
Buyer BConfidentiality agreement signedIntroduced
Buyer CNo longer pursuing the businessPassed

What happens next

Discuss interested buyers and next steps with your advisor.

Have any offers arrived?

AMIVA OS / Seller workspaceSample only

Offers received

Find incoming offers beside the buyer who sent them.

Buyer A · initial offerA first expression of interestReceived
Buyer B · letter of intentProposed deal terms for reviewReceived

What happens next

Open the offer with your advisor to review its terms. Receiving it does not mean accepting it.

Send it once. Follow it here.

A document request, from your advisor to your deal room.

Illustrated example · scroll to follow

Know what to send.

Your advisor asks for the latest financial statements.

AMIVA OSSample 1 / 3

Document request

Year-end financial statements

Requested

Requested from: You
Where to send it: Your private room

Who’s involved Your advisor

Not sure which file?

Ask your advisor which period and format they need before uploading.

Share it privately.

Upload the file against the request. Your advisor can review it.

AMIVA OSSample 2 / 3

Your submission

Financial statements.pdf

Awaiting review

Attached to: Financial statements request
Next person: Your advisor

Who’s involved You

Does uploading share it with buyers?

No. Seller submissions are private. Your advisor manages which materials buyers can access.

See where it stands.

Keep the request and its review status together.

AMIVA OSSample 3 / 3

Document request

Year-end financial statements

Approved

Review: Complete
Buyer access: Managed separately

Who’s involved Your advisor

What if something is missing?

Your advisor may ask for more information. Follow the request in your room rather than starting a new email chain.

AMIVA OSSample 1 / 3

Document request

Year-end financial statements

Requested

Requested from: You
Where to send it: Your private room

Who’s involved Your advisor

Your business. Carefully shared.

Different people need different information.

Your companyAMIVA OSPublic overviewYour advisorApproved buyers

Company overview

Public overview

A first look, without your name.

The public overview introduces the opportunity while keeping your company’s identity private.

Your advisor

A private place to prepare.

Send working files to your advisor through your seller room.

Approved buyers

The right material, at the right stage.

Your advisor manages which documents each buyer can access.

Illustrated app workflow. Scroll to follow the connections.

Walk into the next call ready.

Your room gives the conversation a starting point.

Buyer interest

2 buyers reviewing

Worth asking

Who should we speak with next?

Offers received

1 initial offer

Worth asking

Which terms need a closer look?

Open request

Financial statements

Worth asking

What can I help move forward?

Fictional example. Your room reflects your deal.

Continue in your deal room.

Invited by your advisor? Sign in to get started.

Opens your email app.